2,144 hedge funds and large institutions have $66.5B invested in IBM in 2021 Q1 according to their latest regulatory filings, with 168 funds opening new positions, 908 increasing their positions, 832 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,144
Holders Change
+18
Holders Change %
+0.85%
% of All Funds
37.75%
Holding in Top 10
33
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.71%
% of All Funds
0.58%
New
168
Increased
908
Reduced
832
Closed
125
Calls
$1.64B
Puts
$2.18B
Net Calls
-$536M
Net Calls Change
-$119M
Name Holding Trade Value Shares
Change
Shares
Change %
FPCP
1651
Fort Point Capital Partners
California
$360K +$107K +837 +42%
SS
1652
Sunbelt Securities
Texas
$358K +$127 +1 +0%
SFP
1653
Sterling Financial Planning
New Jersey
$357K -$15.3K -120 -4%
GCA
1654
Genesee Capital Advisors
New York
$357K +$75.4K +591 +27%
HIM
1655
Hanlon Investment Management
New Jersey
$356K
BDF
1656
Balasa Dinverno & Foltz
$355K -$54.8K -431 -13%
AWS
1657
Arkfeld Wealth Strategies
Nebraska
$355K +$47.4K +369 +15%
TC
1658
Trust Company
Kansas
$354K -$668K -5,247 -65%
AWA
1659
Arkadios Wealth Advisors
Georgia
$354K -$77.3K -608 -18%
CS
1660
Cannell & Spears
New York
$354K -$57.3K -449 -14%
ZF
1661
Zhang Financial
Michigan
$352K -$96.7K -760 -22%
SSWM
1662
Smith Salley Wealth Management
North Carolina
$352K -$11.3K -89 -3%
HFA
1663
Hoover Financial Advisors
Pennsylvania
$352K
RG
1664
Retirement Group
California
$352K +$2.29K +18 +0.7%
LCM
1665
Liberty Capital Management
Michigan
$349K -$22K -173 -6%
W
1666
WealthOne
New York
$348K +$2.68K +21 +0.8%
LCP
1667
Legacy Capital Partners
Wisconsin
$347K -$43.3K -340 -11%
BOS
1668
Bank of Stockton
California
$347K -$32.8K -258 -9%
LTI
1669
Laffer Tengler Investments
Tennessee
$346K -$119K -938 -26%
JWBC
1670
J.W. Burns & Co
New York
$346K +$4.59K +36 +1%
PGAM
1671
Princeton Global Asset Management
New Jersey
$345K +$3.95K +31 +1%
HI
1672
Hoey Investments
Pennsylvania
$343K -$42.4K -333 -11%
WA
1673
Wambolt & Associates
Colorado
$343K -$4.72K -37 -1%
CAL
1674
Capital Analysts LLC
Pennsylvania
$342K -$18.2K -143 -5%
PFA
1675
Pathway Financial Advisors
Vermont
$342K -$11K -80 -3%